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Accountancy

Document Management for Accountants and Business Advisors

Accountants have to deal with many different data and information management issues

Accountants were traditionally very dependent on paper. Document management was left to secretaries who stored paper in bulging filing cabinets or archive folders on dusty shelves. Accountants are well aware of the inherent issues surrounding paper; storage, access to staff and filing management of these paper documents. Nowadays, most paper documents are digitised and email is the communication tool of choice and this creates yet another source of information, stored in remote silos in isolation of other client data and documents generated by practice management and accounting systems, and not to mention the many other varied document formats stored on network and personal drives.
accountancy
Accountancy practices improve their productivity and efficiency by reducing their dependence on paper filing systems and numerous digital filing systems they maintain. They do this by maintaining a single storage environment for all their digital information. This digital transformation of the way accountancy practices store business and client documents means it is now made easily accessible to their staff, wherever they are working–office or home-and also makes it easy to share with clients, for review and approval.
How we can help your practice …

Docusoft deliver solutions that save time and money for businesses in all industry sectors. Docusoft CloudFiler is designed with the best accountancy practices in mind. It is a cloud solution that includes a document management system, workflow, CRM and secure Portal. The solution allows accountancy practices to securely store and manage, share, delivering and electronically sign documents and business files. The system is accessed by using a standard web browser, desktop application or mobile app. These different user interfaces give users the flexibility to use the solution the way they find easiest. The structured filing system is easily customised for both individual and practice needs. With extensive features including comprehensive email management, powerful tools can be used to help manage and digitise paper documents and capture electronic file formats. Storing files is simple and subsequent search, retrieval and document sharing features are fast and help make the solution easy to use. Docusoft CloudFiler is integrated with many existing business systems such as Microsoft Outlook, Word and Excel and additionally offers seamless integration with popular accountancy packages. Comprehensive audit trails help practices to remain compliant.

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The benefits of Docusoft for accountants

Docusoft offers great flexibility in its configuration, allowing an accountancy practice’s filing structure to be fully customised. A standard accounting template, developed for and enhanced by our accountancy clients, helps make the system easier for our accounting clients to understand. Docusoft provides extensive search, retrieval and display options for all client documents, including emails, scanned paper and electronic files.

Docusoft CloudFiler includes the functionality that accountants need to ensure they remain compliant with the many various regulations that can apply. A secure and comprehensive audit trail allows access to client files to be authorised at a granular level. The cloud system significantly reduces storage and minimises local storage costs by alleviating a practices dependence on expensive in-house servers and consequent IT support costs. Docusoft stores all documents in the native formats and is very easy to use.

Case Studies

Docusoft CloudFiler
Storing all your documents in one place, easy to find, easy to manage, shared easily and securely.
Any Time, Any Place, Any Device